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Donal Warde, Richard Cadena and Wenpeng Ding discuss how supply, inventory, and long-term demand drivers are elevating the NYC rental market. The post The Complexity Premium: Leveraging the Alpha Opportunity in Regulated Gateway Cities appeared first on AFIRE .
Stewart Rubin and Marshall Swett of New York Life Real Estate Investors explores how tariffs they could signal a fundamental departure from the longstanding US commitments. The post Trade Winds Redrawn: US Tariffs and Commercial Real Estate appeared first on AFIRE .
RCLCO Fund Advisors suggests that the supply response taking shape for data centers calls for more measured analysis. The post The Data Center Pipeline: Is it a Boom, or a Bubble? appeared first on AFIRE .
What happens when uncertainty shakes the global economy, and investors start questioning where to put their money? The post AFIRE Podcast 2026.19: 2026 Economic Outlook with Moody’s Analytics Chief Economist Mark Zandi appeared first on AFIRE .
Despite continued economic uncertainty and geopolitical rebalancing, the latest AFIRE International Investor Survey underscores continued confidence in US real estate . . . with some important qualifications. The post The Case for US Real Estate in 2026 appeared first on AFIRE .
The CEO Perspective, by Michael Brooks March 17, 2026 Decarbonization Depends on Clean, Available Power When does sustainability policy run into energy policy? The answer is increasingly clear, when the decarbonization pathway for buildings in Canada depends on electrification, and […] The post When Sustainability…
The CEO Perspective, by Michael Brooks March 11, 2026 Spring Economic Statement: Industry Priorities Each year, I try to speak to at least half of our Executive Members to understand, up to the moment, what’s going on in their business, […] The post Spring Economic Statement: Industry Priorities appeared first on…
The CEO Perspective, by Michael Brooks March 2, 2026 Montréal 2026: A Global Moment for Energy Efficiency Canada’s commercial buildings sector will have a seat at the table this summer as the International Energy Agency (IEA) convenes its 11th Annual Global […] The post Decarbonizing Commercial Buildings at Scale:…
The CEO Perspective, by Michael Brooks January 21, 2026 I spent much of my downtime over the holidays catching up on the myriad reports released by various government, not-for-profit, and for-profit entities that describe Canada’s housing challenges. The language that […] The post Re-Assessing the Housing Problem…
SUMMARY The property market entered 2026 with momentum building, but... Read more The post Geopolitical Shocks Delay Recovery but There Are Pockets of Resilience appeared first on Montagu Evans .
read in PDF format London’s residential development market remains severely... Read more The post The Residential Land Survey (2026) appeared first on Montagu Evans .
The U.S. economy still looks resilient, but slowing consumer demand and uneven job growth could limit future rate cuts. The post Weekly Trading Desk Talk – Can You Take Me Higher? appeared first on Lument .
We examine healthcare job growth and the Treasury market reaction. The post Weekly Trading Desk Talk – Bad Case of Loving You appeared first on Lument .
Commercial property pricing has improved modestly in recent months but remains approximately 14% below the 2022 peak, with performance continuing to vary widely across sectors. Greater capital markets liquidity and increased transaction activity have supported values, though the recovery remains uneven and…
The 25 largest U.S. industrial markets are entering the next cycle, with clear differences emerging between markets that are tightening, markets that are stabilizing, and markets that are still working through excess supply. Following the most aggressive development boom in industrial real estate history,…
Toys and collectibles are injecting serious life into American retail, fueling demand from Gen X to anxiety-fueled Gen Z. The best collectible brands have borrowed a page from the luxury playbook: manufacturing desire through scarcity. Limited drops, short windows, and low production runs turn an ordinary gadget or…
Beauty remains one of retail’s fastest-growing categories, propelled by Gen Z and the emerging spending power of Gen Alpha. Digital skincare education is driving younger consumers toward brands that emphasize skincare rituals and community over filter-driven perfection. The two cohorts drive up to 40% of skincare…
Education real estate has become increasingly complex, shaped by shifting enrollment, funding constraints, changing demographics, and growing scrutiny of traditional education models. In this Q&A, Todd Noel, Vice Chair, sits down with Anjee Solanki, National Director of Retail and Practice Groups | U.S., to discuss…
The global investment backdrop remains supportive for industrial, reinforcing its position as a preferred destination for capital. Investment volumes continue to run ahead of last year across the U.S., EMEA, and APAC, while fundraising remains concentrated in logistics. North America is capturing a larger share of…
Richmond’s definition of trophy office space is evolving. Once associated almost exclusively with downtown high-rises, the desire for premier office product is increasingly emerging along suburban corridors in Henrico County and in Richmond City, outside of the CBD. Submarkets such as Glenside/I-64 and…
For years, low-cost capital made it easier to build, acquire, and expand across healthcare real estate. That environment has shifted. In today’s higher-rate environment, commercial real estate is still working through a pricing reset, with research noting that cap rates may face further upward pressure if interest…
Pricing trends and transaction activity continue to shape how the market evolves. At Colliers, we analyze these signals to interpret shifts across U.S. commercial real estate. Here’s what the latest MSCI data reveals. Office Office investment sales reached $5 billion in April, down 15% year over year as portfolio…
If you’re a physician, practice administrator, or healthcare operator searching for space in suburban Middle Tennessee right now, the reality is not subtle: quality, well-located medical office space is increasingly scarce, and the leverage that once favored tenants has quietly shifted. What you’re experiencing…
The 2026 Colliers Logistics & Transportation (L&T) Supply Chain Conference brought industry leaders from across North America together in Huntington Beach, CA. The energy and sentiment of the conference-goers proved to be in sync with the breezy California beach conditions. After a stretch defined by rapid…
Multifamily fundamentals are stabilizing, but rent recovery is limited by elevated concessions. After two years of heavy deliveries, landlords are relying on incentives to maintain occupancy, particularly across high supply Sun Belt markets. Face rents have held up, but effective rents continue to lag as operators…
As is the case in many industries, AI is now part of the everyday reality in healthcare, and its impact is showing up in a place that is often overlooked: the physical footprint of care. For years, the conversation has focused on the shift from inpatient to outpatient services. That trend is still in motion,…
Liquidity is beginning to return to commercial real estate markets, even as investor confidence remains cautious. While surveys and headlines continue to reflect uncertainty, transaction pipelines and lending activity suggest that capital is quietly entering the market, following a pattern commonly observed in…
The 2026 BOMA International Medical Real Estate Conference was held in San Diego, CA, from April 29 to May 1. It highlighted a sector at a pivotal inflection point, where technology, care delivery transformation, and operational discipline are converging to reshape medical real estate strategy. Speakers emphasized…
The data center sector has entered a new capital markets regime. What was once underwritten primarily as real estate is now increasingly treated as critical infrastructure, driven by accelerating AI workloads and hyperscale expansion. Gartner projects that total electricity consumption by data centers will rise…
Pricing trends and transaction activity continue to shape how the market evolves. At Colliers, we analyze these signals to interpret shifts across U.S. commercial real estate. Here’s what the latest MSCI data reveals. Office Office investment activity strengthened in Q1, with $20.5 billion in transactions, up 39%…
Effective real estate decisions begin with providing sufficient time to determine the need and review options. Those tenants that start evaluating the market early are better positioned to align space with business priorities, control costs, and avoid operational disruption. A practical baseline is to begin no…
Navigating the New Standard: Incentives Are No Longer Automatic For years, economic incentives for data centers and large-scale industrial projects followed a fairly predictable path. That’s no longer the case. The landscape has shifted, with states introducing stricter eligibility criteria, performance…
Recent data shows that more than 150 million Americans live in areas where mental health providers are scarce, underscoring a system-wide gap in access that continues to grow as demand accelerates. For commercial real estate owners, developers, and investors, it’s an opportunity to align capital with one of the…
Sixty is the new thirty, and ninety is the new sixty. As Americans age, many are approaching later life with a more optimistic, forward-looking mindset. Accelerated sharply in the wake of the pandemic, it is fueling growing demand for proactive wellness services, and an industry that has risen decisively to meet…
MBA's quarterly Commercial/Multifamily Mortgage Debt Outstanding report finds total debt rose $26.3 billion (0.5%) to $5.02 trillion in Q1 2026, with multifamily debt up $23.0 billion to $2.32 trillion.
Principal's mid-year house view argues the CRE recovery remains intact but uneven, with high conviction in data centers and residential, caution on life sciences, and an increasingly global portfolio approach.
A thematic piece on private real estate and infrastructure as portfolio building blocks, citing low correlation to public assets and six-year-high institutional appetite for real estate in 2026. High-conviction themes span data centers, logistics, rental housing, and energy.
MBA's complimentary Commercial Mortgage Delinquency Rates report analyzes delinquency trends across the five largest investor groups—banks/thrifts, CMBS, life companies, Fannie Mae and Freddie Mac.
June 2026 research brief: job creation is rising while inflation worsens, creating a mixed outlook for commercial real estate as the labor market regains footing after a prolonged slowdown.
Mid-year review of multifamily lending: agency lending volumes rising, third-party capital remains accessible, and transaction activity concentrating in higher-quality assets amid disciplined underwriting.
Principal's research on ODCE fund performance shows a selection-driven cycle, with top-quartile U.S. funds returning 5.9% annualized versus 0.1% for the bottom quartile and European funds leading on capital appreciation.
Cross-asset European commercial real estate forecast, with investment moderating as stakeholders await price clarity and the Eurozone economy projected to grow 1.0% in 2026.
Drawing on MBA's 2025 Annual Origination Volume Summation, this chart shows CRE lending recovered to roughly $706 billion in 2025, a 40% increase over 2024, led by depositories and agency lenders.
MBA's Quarterly Survey of Commercial/Multifamily Mortgage Bankers Originations shows Q1 2026 originations up 52% year-over-year, led by an 80% rise in depository lending.
JLL's quarterly perspective analyzes global real estate trends across investment, office, logistics, retail, living, and hospitality sectors amid economic uncertainty and geopolitical risk.
Pan-European commercial real estate investment review, with total CRE volume down 7% year-on-year in Q1 2026 as recovery momentum slowed amid macroeconomic uncertainty.
MBA's 2025 Commercial Real Estate/Multifamily Finance Annual Origination Volume Summation estimates total CRE borrowing and lending reached $706 billion in 2025, a 40% increase over 2024.
Capital-markets research on seniors housing, which delivered a 10.6% total return in 2025 (vs. 4.9% NCREIF), with core assets trading below 6% cap rates and an estimated $275B investment needed by 2030.
Global capital markets analysis finding that credit markets remain open and transaction volume has moved off recent lows, with cross-border activity building cyclical momentum despite elevated risks.
Nuveen Real Estate's tactical sector-by-sector view on US commercial real estate fundamentals, pricing and relative value within its Trends and Tactics series.
Based on MBA's 2025 Commercial Real Estate Survey of Loan Maturity Volumes, 17% ($875 billion) of the $5.0 trillion in outstanding commercial mortgages is scheduled to mature in 2026, down 9% from 2025.
Analysis of the private credit landscape in CRE lending, where abundant liquidity is compressing spreads and pressuring risk-adjusted returns as institutions, life companies, and private lenders compete for quality multifamily and industrial assets.
JLL finds the EMEA residential investment market facing declining new supply and affordability pressures, while larger deals and cross-border capital activity drive growth into 2026.
Five takeaways from the 2026 MBA CREF conference: CRE originations hit $633B in 2025 (+27%) with $805B projected for 2026, nearly $1T in 2025-2026 loan maturities, and intensifying agency lender competition.
MBA's annual CREF Forecast projects total commercial mortgage origination volume to rise 27% to $805.5 billion in 2026, with multifamily originations climbing to $399.2 billion.
Barings' U.S. CRE research notes recovery underpinned by solid household balance sheets, sharply lower construction activity, three-year-high transaction volumes in Q4 2025, and record CMBS issuance amid disciplined underwriting.
AEW's 2026 U.S. outlook frames the year as normalization rather than boom or bust, with seniors housing the breakout sector and office facing durability concerns despite higher yields.
Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.
A thematic study of the office trends reshaping European capital markets, charting the sector's recovery and transformation across the continent's major business hubs.
JLL identifies six interconnected forces reshaping commercial real estate in 2026, spanning cost pressures, supply constraints, AI implementation, energy-system convergence, and broadened investment access.